Transcript Veco Invest Asia Presentation

VECO INVEST
Swiss Asset Management
Switzerland
Hong Kong
1
VECO INVEST – Company Profile
• VECO INVEST is an independent Swiss asset management firm founded in 1988 and is a member of VECO Group SA (est.
1973). We provide asset management and investment services.
• We are prudent in our investment process and choice of investment instruments but innovative in our investment philosophy
and portfolio construction.
• As a family owned private company, we are in a position to offer long term commitment and dedication to our clients. Our
Group is one of the most respected group in Lugano, Switzerland.
• Our investment professionals have extensive experience in portfolio management. Our firm pursue a philosophy of
independence and discretion. As we do not belong to any banking group, this enables us to provide objective advice and
flexible investment strategies.
• Our clients include high net worth individuals, family offices, trust and foundations. We can also provide consulting services
to family offices on their asset allocation and long term investment strategies.
• Long and well established working relationships with over 20 banking institutions worldwide. We are the first External Asset
Manager (EAM) from Lugano to establish a full operation in Hong Kong/China.
• Our Group is regulated by FINMA* of Switzerland. VECO INVEST (Asia) Limited has been granted Type 9 licence (dealing in
asset management) by the Hong Kong Securities & Futures Commissioner.
* Swiss Financial Market Supervisory Authority
2
VECO GROUP
Corporate services
International tax planning
Asset protection
Trust services
Veco
Trust
Veco
Invest
Asset & Investment
Management
Veco
Multi-Family 360 degrees family
wealth management
Office
Veco
Trade
Through our global presence with 10
offices worldwide, we will meet all
your needs with a personalised
approach in international tax
planning, asset protection, asset
management and succession
planning.
International Trade
3
Our Personalised “360 Degrees” Services
International Tax
Planning
Succession Planning
Asset Protection
Investment
(Asset Management)
Highly personalised and tailored 360 degrees solutions
4
VECO GROUP: branches and subsidiaries
Over 100 professional staff worldwide in 10 offices.
Asia
• Hong Kong *
Latin America
• São Paulo
• Panama
Europe
Middle East
• Amsterdam
• Dubai
• Luxembourg
* VECO INVEST offices
• Malta
• London
• Lugano * (head office)
• Zurich
5
Global Presence – Global Solution
TRUST SERVICES
PORTFOLIO
INVESTMENT
FAMILY OFFICE
INTERNATIONAL
TRADE
Trust
Tax planning
Asset protection
Asset Management
Multi-Family office
Int’l Trade
Lugano




Zurich



Luxembourg

Amsterdam

London

Malta

Dubai



Main offices
Sao Paulo

Panama

Hong Kong





6
Our Mission
To offer you a wide range of personalised services and tailored
solutions to meet all your needs –
to preserve Assets in bad times and…
to grow your Assets in good times.
7
Customised Approach for Different Risk Profiles
We provide customised portfolios based on client’s individual risk profile
Return
HIGH
Execution
Only
MED
Mandates
with
Constraints
Discretionary
Mandate
LOW
Risk
Discretion
0%
100%
Flexible mandate
8
Our Disciplined Investment Process
Annually
Strategic Asset
Allocation
Quarterly
Global context and
Investment strategy
Fund Selection
Monthly
Tactical Asset
Allocation
Market Timing / Rebalancing
/ Risk Management
Weekly
Choice of investment
products
Macro context and
expected return
Investment models
9
Innovative Investment but traditional analysis
Transparency, liquidity, quality, costs and risk levels are key considerations when
selecting investment vehicles to achieve the best risk/return profiles.
ASSET CLASS
Equities
Commodities
Liquid assets
Bonds
Currencies
Bond funds
Long-only funds
Long-only funds
Structured
Products
Individual issuers
Structured Products
Structured Products
Alternative
Assets
Hedge funds
Non-directional funds
Absolute return funds
Income enhancing
products
10
Open Architecture
Through our Open Architecture platform, once the investment idea has been established, we select
the best vehicle on the basis of a best-in-class approach with a truly independent and objective view.
Fund houses:
11
Our Simple and Transparent Fee Structure


Manage the Wealth Managers
Manage Consolidated Assets
Custodian Banks




Account Opening
Asset Management Mandate
Power of Attorney
Reporting
Client
12
VECO helps you to prepare for tomorrow
13
Our offices
Hong Kong, China
Lugano, Switzerland
VECO INVEST (Asia)
3204-05 Alexandra House
7-15 Des Voeux Road Central
Hong Kong
Email. [email protected]
VECO INVEST SA
Via L. Lavizzari 4
CH – 6900 Lugano
Switzerland
Tel. +852 31082700
Fax. +852 21521623
Tel. +41 91 911 71 11
Fax.+41 91 923 94 19
14